Default KPIs in our CRM are centrally managed, ensuring standardized performance tracking across all users. Admin users can toggle these KPIs on or off, directly influencing their visibility in both the activity modal and KPI page. When toggled off, the corresponding sections are hidden, streamlining the interface to focus on active metrics.
Steps To add the default KPI:
Click on the "Profile" tab in the top navigation bar, then select "Account" from the dropdown menu. Next, choose the "Preference" menu on the Account page.
In the Preferences, Click on the "Default KPI" tab.
You will see all the default KPIs listed in the table.
To hide any of the default KPIs, toggle off the respective KPI.
Once deactivated, the corresponding KPI checkbox will be hidden from the activity modal.
Click the "KPI" menu. On that page, the corresponding KPI section will also be hidden.
If you want to display the default KPI again, simply toggle it back on.
The KPI will then reappear in the activity modal popup and on the KPI page.
If you have any issues using a default KPI or would like to ask questions regarding default KPI, please let us know using our Coach-on-Call feature.- 90-Day Sales Support